Christina Rodriguez
Elizabeth,NJ
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Seeking to leverage comprehensive skills and accomplishments in a challenging banking environment.
Overview
14
14
years of professional experience
Work History
Sales Development Representative
Rippling
08.2024 - Current
- Won new business by articulating full value of company's capabilities to prospects.
- Utilized Salesforce to manage sensitive client information and update existing and new client profiles.
- Achieved and exceeded monthly and annual sales targets by 10%.
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Developed successful strategies for identifying and converting prospective clients to long-term customers.
Senior Account Executive
NerdWallet
05.2023 - 02.2024
- Loan specialist with a primary focus on Short Term Loan, Medium Terms Loan, Lines of Credits & SBA7a
- Analytical approach to successfully manage over 200 accounts using Salesforce/CRM
- Built and maintained strategic relationships with clients in order to maximize revenue and customer satisfaction
- Outbound calling and emails as prospecting tactics.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Submitted loan applications to underwriter for verification and recommendations.
- Met with new customers to share product and service information, listen to needs and learn about business operations.
Senior Branch Banker
PNC Bank
03.2022 - 10.2022
- Acquired and deepened branch customer base through variety of proactive sales and service activities
- Managed customer experience by identifying opportunities to improve customer's financial well being
- Drove proactive sales conversations through internal and outbound interactions with defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
- Participated in branch daily operations, ensuring completion in efficient and accurate manner.
- Increased company revenue 20% by selling various investment products.
Sales Support Associate
Bank Of America | Business Banking
04.2019 - 11.2021
- Supported analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
- Collaborated with Market Executives, Relationship Managers, and various team members across bank to help prepare client presentations and support client deals
- Supported credit approval process to gain knowledge of credit products and help provide clients with exposure to bank's credit products
- Supported treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
- Processed onboarding from start to finish including completing KYC/AML.
Relationship Manager
Bank Of America
08.2016 - 04.2019
- Supported treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
- Assisted, educated, and trained clients on conducting simple transactions through self-service technologies
- Leveraged available resources, technologies, and processes to optimize client experience and deliver operational excellence and accuracy
- Adhered to established banking policies, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, initiating wires and ACH transfers.
- Managed book of business of approximately 200 clients consisting of consumer and small business clients.
Personal Banker
JP Morgan Chase Bank
06.2010 - 08.2016
- Delivered exceptional customer experience by acting with customer-first attitude
- Managed assigned customers and proactively met with them, both in person and over phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Made personal connections, engaged and educated customers, asked open-ended questions, and listened to establish trust and build lasting relationships
- Influenced, educated, and connected customers to banking technology
- Possessed initiative and knowledge to provide financial options for customers using consultative approach
- Learned products, services, and procedures quickly and accurately and delivered solutions that make One Chase products work together
- Worked in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Education
Bachelor of Science - Business Management
CUNY School of Professional Studies
New York, NY05.2026
Associate of Science - Business Management
Queensborough Community College of The City University of New York
Oakland Gardens, NY05.2012
Skills
- Expert in Microsoft Office, Word, Excel, PowerPoint, Salesforce, Tableau & Navigator
- Financial & Data Analysis
- Risk Management/ Regulatory Compliances
- Problem Solving
- CRM Tracking
- Marketing support
- Lead Qualification
- Customer Relationship Building
- Analytical Skills
- Sales team collaboration
- Active Listening
- Staff training and motivation
Languages
Spanish
Native or Bilingual
Timeline
Sales Development Representative
Rippling
08.2024 - Current
Senior Account Executive
NerdWallet
05.2023 - 02.2024
Senior Branch Banker
PNC Bank
03.2022 - 10.2022
Sales Support Associate
Bank Of America | Business Banking
04.2019 - 11.2021
Relationship Manager
Bank Of America
08.2016 - 04.2019
Personal Banker
JP Morgan Chase Bank
06.2010 - 08.2016
Bachelor of Science - Business Management
CUNY School of Professional Studies
Associate of Science - Business Management
Queensborough Community College of The City University of New York
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